RWM

Rialto Wealth Management Portfolio holdings

AUM $388M
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,778
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.41%
2 Healthcare 1.45%
3 Industrials 1.31%
4 Financials 1.27%
5 Real Estate 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SUI icon
1151
Sun Communities
SUI
$15.5B
$506 ﹤0.01%
4
UNIT
1152
Uniti Group
UNIT
$1.55B
$506 ﹤0.01%
117
+17
LYFT icon
1153
Lyft
LYFT
$9.24B
$505 ﹤0.01%
+32
STRO icon
1154
Sutro Biopharma
STRO
$72.4M
$505 ﹤0.01%
+707
OKLO
1155
Oklo
OKLO
$14.9B
$504 ﹤0.01%
9
-9
APLE icon
1156
Apple Hospitality REIT
APLE
$2.73B
$502 ﹤0.01%
+43
WPC icon
1157
W.P. Carey
WPC
$14.7B
$500 ﹤0.01%
8
-10
ASIX icon
1158
AdvanSix
ASIX
$387M
$499 ﹤0.01%
21
-1
CBSH icon
1159
Commerce Bancshares
CBSH
$6.8B
$498 ﹤0.01%
+8
GTY
1160
Getty Realty Corp
GTY
$1.63B
$498 ﹤0.01%
+18
FSLR icon
1161
First Solar
FSLR
$27.2B
$497 ﹤0.01%
+3
SN icon
1162
SharkNinja
SN
$11.9B
$495 ﹤0.01%
+5
ELS icon
1163
Equity Lifestyle Properties
ELS
$12B
$494 ﹤0.01%
8
+1
RHI icon
1164
Robert Half
RHI
$2.65B
$493 ﹤0.01%
+12
AMED
1165
DELISTED
Amedisys
AMED
$492 ﹤0.01%
+5
INVH icon
1166
Invitation Homes
INVH
$17.2B
$492 ﹤0.01%
+15
WWD icon
1167
Woodward
WWD
$15.6B
$491 ﹤0.01%
2
-1
NLY icon
1168
Annaly Capital Management
NLY
$14.7B
$490 ﹤0.01%
26
-77
CLPR
1169
Clipper Realty
CLPR
$59.1M
$489 ﹤0.01%
133
-1
DY icon
1170
Dycom Industries
DY
$8.51B
$489 ﹤0.01%
+2
PCVX icon
1171
Vaxcyte
PCVX
$6.33B
$488 ﹤0.01%
+15
CHE icon
1172
Chemed
CHE
$6.1B
$487 ﹤0.01%
+1
KLXE icon
1173
KLX Energy Services
KLXE
$29.8M
$487 ﹤0.01%
260
+120
SITC icon
1174
SITE Centers
SITC
$364M
$487 ﹤0.01%
+43
TPIC
1175
DELISTED
TPI Composites
TPIC
$485 ﹤0.01%
+564